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GeoWealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

GeoWealth Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,096
Closed -$1M – 399
2021
Q3 		$1M Buy
+15,096
New +$1.02M 0.08% 157

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

GeoWealth Management's MDYV Position: Q4 2021 in Review

GeoWealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2021, closing a stake of 15,096 shares — an estimated $1M sold.

GeoWealth Management first reported a position in MDYV in Q3 2021 and held it in 1 quarter. The position peaked at $1M in Q3 2021. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

  • GeoWealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • GeoWealth Management sold 15,096 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2021, an estimated $1M.
  • GeoWealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • GeoWealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on GeoWealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.